Completed

Make all fields placeholders in mass email

Currently, only *|Firstname|* is supported - not Organisation, Role or anything else. This is an easy implementation and a quick win for the customers. 

Lets have it!

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Comments

26 comments
  • Official comment

    I am pleased to report that this feature has been delivered. The field list has been extended to include all contact custom fields, and the contact default linked organization name and role description. If the email is for leads, it includes all the lead custom fields and the lead organization and role.

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  • 100% agreed. Not being able to bring in ANY other data fields is very disappointing and made the Insightly software very useless for my specific needs. One of the larger reasons I had chose Insightly for my business was the email templating component. I reach out to 500+ clients monthly through MailChimp, asking them to review their information with us. I also include some marketing blurbs and future projects they may want to be part of. Within Insightly, I added the custom field for their profile URL on my system and created a template. First and Last name only? It was a tremendous let down. It has made me not really start using Insightly, since I still have to do most of my work outside Insightly.

    Hung, I have Plus One'd your post here. Can you also review this thread and Plus One that thread? The more people that support these posts, the more Insightly knows that we want those features.

    Thank you for sharing your need here.

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  • I'll add my +1 to request this feature. Can't be a major technological hurdle.

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  • Yep please.

    Also really important to be able to include the RECORD ID of the contact in email templates.... as this is the absolute reference/unique key to the Contact.

     

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  • Thanks, hung. Adding links to Jacob, Joe's and Krzysztof's posts to unite everyone. 

    Email Templates - Needed Improvements

    More custom fields for standard emails

    email templates

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  • Agree!! Massive need for us.

    With this, we would even stop using Mailchimp!

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  • Agree consider this +1

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  • Can't wait to have access to more custom fields in mass emails.

    Many users have been asking for this, so let's hope the Insightly team will launch this feature this year.

     

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  • HI,

    I've just added +1 to all threads requesting more fields and features on the email. Not only new fields are needed but also the possibility to have a richer email layout. One suggestion: Markdown.

    Thanks

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  • I also agree - appears a good fix. Have up voted. 

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  • + 1

     

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  • Any news on this?  At the very least company or organisation name should be included...

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  • Hello David - Thank you for checking in!

    We haven't had any updates to this yet, but we definitely appreciate everyone's enthusiasm and patience on this. 

    Thank you!

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  • Given the Insighlty record limit and space/storage limitations, content/template/campaign limitations, no graphics, inability to access the back end database (eg. to analyse past mailout history), etc. we have decided not to use Insightly for any outbound emailing.

    Shame.

    So - Mailchimp becomes very important and all the comments/requests here (more fields to be available) all become 100% relevant to the "mailchimp integration".

    ie. we need to able to produce a Mailchimp List from

    - Contacts (with all the normal important fields + custom fields - not just name and email adrress),

    - Opportunities - Title, Details, custom fields (eg. for us Product code, a date field etc.)

    - Projects - as above

    Unfortunatley..... At this point in time both:

    - email from Insighlty (for the reasons above + all the limitations of the templates)

    .. and ...

    - Mailchimp integration (a selection of useful fields is just not available - just first/last name + email )

    ... mean we can't use either of these "features".

    Instead any sort of personalised mass mailouts require manual selection of then export of the whole Contact or Opportunity record and then manually opening, selecting, joining the columns to then manually import into a Mailchimp list

    ie. to Achive anything like ....

    Thank you PERSON NAME,

    In regard to your purchase of OPPORTUNITY/PROJECT TITLE, on OPP/PROJECT CREATE_DATE.

    We are thrilled you decided to go with the GREEN [CUSTOM_FIELD] model at the price of $XXXX [VALUE].

    etc.

    Not quite what we had imagined when told "Insighlty Integrated with Mailchimp"...

    Even the email template limitations aside, the space limits on the Insighlty plans make mass outbound email of anything that has any file attachments impracticle.

    Really hope the Mailchimp integration is looked at as well... its currently so basic as to be very limited in its use.

     

     

     

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  • Ill vote for this please

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  • I need this for custom fields as well

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  • Hi Maria - Great News - Thank you Insightly!

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  • Dear Insightly Team,

    this is great news! Thank you for that feature. It would be great to allow "insert fields" being italic and bolt as well.

    Since you are already able to include those fields, it makes sense having an alligned format with the rest (if written in italic or bolt)

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  • Hi, it would be awesome if custom fields from Opportunities, Organisations and Leads could be made available to use. 

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  • @Mikala, this functionality is available to you. All your custom fields are supported if you want to include them in your email template or new email from Insightly. 

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  • Hi Maria, thanks for the update, however I have created custom fields under organisations ad opportunities, and I definitely can't see these in my list of available insert fields when creating an email template... am I missing something? Is it only available when not in a trial?

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  • What about custom fields for opportunities?

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  • Agree with mikala... I can't see them either.. I'm testing out the trial as well... is that the issue?

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  • The announced update that all custom fields can be included in email templates was a LIE!  Custom fields from Organisations and Projects are definitely NOT on the list.

    Can we get an update on when, what we all want is going to be available?  An ETA would be good communication.

     

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  • I don't see where I can add "Industry" to my template. Am I missing something here?

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  • Can we have a date field added to the list of Insert Fields that we can use in template emails?

    I'd like to be able to create a template like:

    Dear [First Name],

    It was great to speak to you on [Today's Date]. Lets chat again on [Today's Date + 7].

    Thank you!

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